Capital Research & Consulting LLC

RIASEC RegisteredEst. 1999
Total AUM
$6B
Discretionary
$603M
10% of AUM
Avg account
$117M
Accounts
51
Employees
8
Advisory reps
6

Firm details

Headquarters
Pasadena, California
CRD number
109868
Registered since
March 23, 1999
Fee structure
Fixed Fees, Other
Client types
  • Pension & Profit Sharing Plans83.03%
  • State / Municipal Government16.97%
Services
Portfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Capital Research & Consulting LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1999. The firm positions itself toward institutional clients, reporting advisory work that includes portfolio management for businesses and institutions and pension consulting services. Its reported fee structure is described as fixed fees plus other fee arrangements. Industry affiliations noted for the firm include relationships with a broker-dealer and activity as an investment adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

3 of 6
  • Steven Gissiner

    Steven Gissiner

    Investment Advisor RepresentativeCRD 4547832

  • John Odell

    PrincipalCRD 1908737

  • Madeline Odell

    Madeline Odell

    Investment AnalystCRD 7387638

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pasadena, CA

Los Angeles

Location

Pasadena, CA

Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
15 S Raymond Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth